Advanced Reporting - Edit Mode vs. Run Mode

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial is going to walk you through edit mode verse run mode and the capabilities 00:06: behind each mode Let's first Define. 00:09: What these are edit mode is where you will craft and refine your report 00:14: while run mode is where you will see the performance and behavior of your report with data 00:18: applied for interpretation. Both modes are crucial for development and testing 00:22: and therefore application of your reporting data. 00:24: Let's jump in 00:27: First let's review edit mode. We're going to view an existing 00:31: report select the menu icon to the right of the report. 00:36: Now select edit 00:39: You will see here. I am now setting and edit mode. 00:41: This is the view you will be in when you are editing. 00:43: Your report edit mode is signified by the ability to add edit 00:48: or reconfigure the report itself within edit mode. 00:51: There are a handful of actions to know. 00:55: First let's review selecting done done signifies 00:59: that you've completed editing your report and you'd like to switch from edit mode to 01:03: run mode. 01:07: The plus button signifies add. 01:09: This icon will allow you to add a block item block items 01:13: include tables charts images texts and 01:17: formatting options. 01:20: Selecting the edit icon allows you the ability to edit the name and 01:24: the description of the report in front of you. 01:27: Delete icon allows you the ability to delete this overall report. 01:30: You will receive a warning to confirm the deletion of this report. 01:36: Another area to know of importance in edit mode is the refresh button selecting 01:41: refresh will update any changes that you've made to your report selecting refresh 01:45: is recommended often as you're building a rapport so that you're able to ensure the changes 01:49: you make are the changes you'd like on your report. 01:53: Each block item that you've input onto your report will house its own menu 01:57: within this menu. There are different functions that you're able to apply to 02:01: your block item. 02:04: The first of which is edit. Selecting edit allows you to edit this 02:08: block item overall. 02:11: The next item is copy solect and copy will copy the block 02:15: item in front of you. This will take the copied version and place it at the top of 02:19: your form where you can drag drop edit filter and continue the process 02:23: of building your form as necessary. 02:26: The next item is Filters. If you'd like to apply specific filters to 02:30: your block item you can do so by this action. 02:32: If you're interested in applying more filters, please follow along with 02:36: additional linked training. 02:39: Now, let's presume that we've completed editing our report. 02:42: I'm going to select the done icon to switch over to 02:46: run mode. 02:48: You will now be sitting within run mode run mode signifies the 02:52: ability for you to be able to run the report with data for interpretation or export 02:57: in run mode. You are on able to manipulate the report any longer. 03:01: To begin set your parameters for the report and then select run. 03:08: While you are unable to manipulate the data or the look of the report while you're 03:12: in run mode the menu icon will house actions for review while 03:16: in this state select the menu icon. 03:20: The first item for selection is edit selecting edit will take you back 03:24: in to edit mode. We do recommend while you're building your report 03:28: frequently switching from edit mode to run mode. 03:31: It's important to make sure that your data is presented the way you want it to. 03:37: The next item is the favorite icon. This will Mark your report as a favorite report. 03:41: You're then able to switch and view only favorite reports or 03:45: search by favor of words when you navigate to your reporting tab. 03:50: If you'd like to make a copy of this report, you can do so by selecting copy. 03:56: Selecting the print icon will take you to the print settings for your device here. 04:00: You are able to save or export your report as necessary. 04:05: Command p on Mac devices or Ctrl p 04:09: on most other devices will complete the same action. 04:14: The next icon is managed access. 04:16: This will grant you the ability to share the report with providers organization 04:21: or team users within your Healthy roster account. 04:25: The last item on this menu is delete selecting. 04:28: Delete here will delete this overall report you will receive confirmation prior 04:33: to deleting your report. 04:36: If you have questions or need more help, please visit the help tab on the left navigation 04:40: or reach us directly at help at healthy roster.com.